Operations Processor PFA

Passumpsic Savings Bank•Saint Johnsbury, VT

6d•$20 - $25

About The Position

Passumpsic Bank is looking for a bright, energetic and highly motivated individual to join our organization as a Operations Processor. The right individual will have opportunities to grow to management positions within the organization. This role is for a self-motivated and self-directed individual who works well in a team environment.

Requirements

High School Diploma
two years exposure to job related activities
A degree of maturity necessary to function in activities beyond standard routines
Desire and willingness to engage in professional development programs

Responsibilities

Set Up customer account files, ensuring completeness of necessary information, including OFAC and CIP
Schedule appointments and maintain calendars for administrative and investment officers & Financial Consultants
Perform wire transfers, check requests, and payment of bills as required through accounting system in conjunction with Accutech Systems
Prepare meeting agendas and compile necessary meeting materials for the Trust & Investment Services Committee (T&ISC), Trust Investment Committee (TIC), and the Trust Administration Committee (TAC)
Take minutes at TIC & TAC
Receive confirmations from brokers on security trades and enters them onto the accounting system
Actively participate on Sub-committees within bank for regulatory purposes and organizational teamwork
Greet visitors, ascertain nature of business, and direct customers to appropriate officers.
Compose and type routine correspondence, responsible for frequent bulk mailings to clients and COI’s
Responsible for all incoming and outgoing mails
Responsible for calculation of Internal Money Market Rate and conveying information to appropriate parties and documentation thereof.
Works with Financial Consultants and our Brokerage firm Infinex Securities to help with documentation and coordination of customer files.
Will be responsible for special projects as assigned. First project will be transitioning paper files for the department into digital.